As a Company Admin / Primary Contact role, you have the authority to edit user roles and permissions. Here's a step-by-step guide on how to do it:
Step One: Locate the individual's account.
Find the user account of the individual you want to assign a role to. You can search for their name or email address in the People’s tab.
Step Two: Edit user details.
Select the user account and in 'Details', you’ll be able to add/edit their role.
Step Three: Select the desired role.
Choose the specific role you want to assign to the individual from the available options.
Step Four: Save the changes.
Once you have selected the appropriate role, save the changes to the user account. This will update their role within the Upflex platform.